Customer Solutions Specialist
Customer Solutions Specialist

Customer Solutions Specialist

Leeds Full-Time 22369 - 30000 £ / year (est.) No home office possible
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Customer Solutions Specialist

Job role

Customer Solutions Specialist

Location

You will be based at our spacious and comfortable offices located on Thorpe Park in Leeds (LS15) 2 days a week (or more if you prefer!) and the rest working in the comfort of your own home. Successful candidates maybe required to attend the office more frequently during the induction and training period.

Our offices are a short walk from The Springs shopping centre at Thorpe Park, Leeds, with excellent transport links from surrounding areas and free private on – site parking and car charger for EV’s.

Salary & Bonus:

This role has a basic starting salary of £23,874.98 per annum with a salary progression scheme up to £30k basic.

We are also very proud of the generous bonus scheme we offer which is set with achievable KPI’s and rewards your hard work and achievements and provides our highest performers with a Core Bonus of up to £1500.

Why you should choose Age Partnership:

When joining Age Partnership, we understand that family and outside work commitments are important, just as much as work. You’ll be supported all the way in your journey with us, below are just some of the areas of support you’ll receive:

  • Monthly coaching sessions with your line manager
  • Monthly 121 sessions with your line manager
  • Regular feedback on what’s going well and areas of improvement
  • Induction training to build your knowledge and support to get you to competence
  • There are also a variety of fantastic benefits when working for Age Partnership, from getting an extra day off for your birthday, discounts on high street brands through our reward scheme, discounted gym memberships, office treats and so much more!

    About us

    Not your typical financial services firm…

    Established in 2004, Age Partnership has held true to its pledge to improve the markets in which we operate for the benefit of customers. We do this by delivering world – class customer experiences, continually innovating and embracing digital technology to make dealing with the company both efficient and engaging.

    At Age Partnership we accept nothing other than being the best at what we do, and this objective is reinforced by an environment in which colleagues are encouraged to engage, to learn and to flourish. Significant in – house training and development facilities and empowerment of colleagues are just a couple of components that have helped this culture to thrive.

    We strive in becoming a household name that is synonymous with excellence. Added to this we want to work, collaborating with all our partners and suppliers to enable our customers benefit from the relationship. It sounds simple but it needs to be worked on to achieve.

    What will you be doing:

  • The role consists of handling a mixture of Inbound and Outbound customer calls.
  • You will be talking to potential clients about their interest in Equity Release, Pensions or Mortgages.
  • Build trust quickly with customers through clear, empathetic communication.
  • Listen actively to understand each client’s personal situation before offering potential solutions.
  • Explain complex products like equity release in simple, transparent terms.
  • Maintain professionalism and compliance in every conversation while keeping it human.
  • Manage leads efficiently, following up promptly and accurately logging all interactions.
  • Work collaboratively with colleagues to ensure a smooth customer journey from first call to completion.
  • Self motivation and being productive to hit targets.
  • Work and build pipeline for future opportunities.
  • Shifts:

    Training starts on the 1st March and to apply for the role you would be available to start work from this date.

    We will provide 5 weeks’ notice of shifts. The successful applicant must be fully flexible and available to work weekend shifts if required. You will be contracted to 37.5 hours per week – our opening hours are as follows:

  • Monday – Thursday – 8am – 8pm
  • Friday – 8am – 6pm
  • Saturday – 9am – 5pm
  • Sunday – Closed
  • You will be required to work 1 in 3 weekends, and for that you will be provided with a day off in lieu during the week.

    How you can develop:

    To help you develop through your career with us we will do the following:

    We offer a structured pathway for career progression, including the opportunity to develop into an Equity Release Advisor. We also offer personal development opportunities to help you grow both professionally and personally.

    Our Values

    Customer first

  • Customers come from all walks of life, and great service comes from seeing the world from their point of view.
  • Win together

  • We’re all on the same side, working hard to be the best in our business and deliver for our customers.
  • Do the right thing

  • Success is built on pursuing what’s right for our customers and the business.
  • Raise the bar

  • A market leader has to continually surprise its customers and drive the business forward
  • This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.

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    Contact Detail:

    Age Partnership Recruiting Team

    Customer Solutions Specialist
    Age Partnership
    Location: Leeds
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